Find a CEA

I began my career in financial services in 1997 with one of Canada’s leading insurers. Those early years built a strong foundation in client care and financial strategy, but I soon realized I wanted to create something more personal. In 2002, I joined Richard McKenster Financial Planning — now Merestone Financial Planning — where I became a partner in developing thoughtful processes for retirement planning, cashflow management, and risk preparation.

That step allowed me to work more closely with families — helping them design financial strategies that reflect not just their goals, but their values. As a Certified Financial Planner (CFP®), I take a holistic approach to every client relationship, considering the full picture — not only investments and insurance, but how all parts of life fit together financially.

From retirement and cashflow planning to estate preparation and risk management, my goal is simple: to bring clarity, consistency, and confidence to people’s financial lives so they can focus on what matters most.

I’m a long-standing member of Advocis, The Financial Advisors Association of Canada, and an active member of the Halifax Estate Planning Council, which helps me stay connected to evolving best practices and professional standards in our field.

Born and raised in St. John’s, Newfoundland and Labrador, I come from a family of advisors — my father is one as well — and that early exposure to financial guidance shaped my belief that good advice starts with listening and genuine care.

Insurance Advisor, specializing in Travel Insurance and Health and Dental Plans

Certified Financial Coach, empowering individuals in Financial management. 

Jessica is a lawyer with more than a decade of experience
assisting all levels of clients on a wide range of legal matters, specializing
in estate planning and estate administration. Jessica is the founder of Bortnick Law Office, a law firm providing legal services in rural Alberta. Jessica also provides legal services to clients in Edmonton and surrounding areas.

I am a licensed Insurance Agent, and I am also mutual fund licenced in Ontario.  My practice consists of many retirees and business owners and I am often asked for advice on estate and succession planning.

I am a financial professional passionate about empowering clients.  

Financial Planning

Retirement Planning

Insurance Planning

I am a funeral pre-planning specialist. I assist people in using their CRA registered Eligible Funeral Arrangement to prefund and we preplan the funeral. Helping the families at the time of need. I work with all funeral homes in Canada. I am well know for my public speaking speaking to thousands each year on how to orginze their estate and how funeral preplanning helps. . 

With over five years of experience in the insurance industry following a distinguished 24-year career as a piano instructor, I bring a wealth of expertise and a commitment to excellence to my role. 

Recently assuming leadership of my father's esteemed insurance business, I have undergone significant professional growth and development. My primary objective is to provide comprehensive estate planning solutions, leveraging my unique blend of skills and experiences to serve both inherited and new clientele effectively. I am enthusiastic about the opportunity to collaborate with clients, ensuring they are optimally positioned for success in their estate planning endeavors. Having taken the CEA course, I feel more equipped to help my clients and their families as they navigate decisions and ideas surroundings Estate planning. 

Working with families and business owners with a focus on retirement and estate planning. Comprehensive financial planning and portfolio construction are used to achieve goals without taking unnecessary risk. Trusts are used to address a wide variety of client needs.

I am a licensed Financial Advisor DFSA and now CEA with a private practice in Simcoe, Ontario dedicated to serving individuals and their families across Norfolk County. 

I provide guidance to my clients about retirement preparation, transition, estate transfer strategies.  

The foundation of each client relationship begins with honesty, transparency and integrity.  I work to ensure each client receives a personalized experience ensuring they feel understood, well-informed and in control of their financial goals and decisions.  

I actively encourage working along side of my clients chosen tax and legal professionals to ensure they receive a comprehensive and coordinated approach to achieving what is important to them. 

To suit your needs, I offer flexible in office appointment times for clients preparing to transition into retirement, in home appointments for seniors living in retirement, and virtual meetings for working professionals and with client's tax and/or legal professionals.

Own my own financial planning business. I am a CLU CHS and have 45 years experience of which 35 years were in sales. I think this course will definitely be a game changer when dealing with HNW clients

51 years in Canada. Previously with Inland Revenue in UK working on surtax cases, back duty and fraud.

Bachelor of Education plus a Canadian law degree with taxation as focus. Also trained chef and experience as a specialty food importer. 

Trained in conflict resolution and mediation.

10 years in a Bay Street law firm working on Estates and Trusts. Opened solo practice in 1998 and also ran a financial planning office. A lot of experience in family law litigation, child protection litigation, refugee law, elder law, Wills, real estate and estates.  Closed practice during covid and took 80 medical courses online and wrote and published 2 books. trained in holistic health with emphasis on brain health.

Hobbies include choral singing, theatre and travel.  Enjoy a challenge and comfortable with change.  Having lived and worked in both Sarnia and Stratford 

I welcome clients from both locations needing Executor advisory services.